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Why You Should Walk Away from Some Insurance Sales?


By Jason Cunningham
Sep 28, 2008 - 8:03:40 PM


Throughout life, you will realize that everyone will not appreciate your efforts. It is no different in the insurance business. As an insurance agent, you cannot convince every prospect that they need to buy the proposed insurance product from you. On the other hand, you should not desire every prospect to be your client.

Some appointments with potential insurance clients are going to be bad. It is evitable. The prospects may not be a good fit for your insurance practice, or vice versa. You may not be the insurance agent for them. If a prospect does not want you as his or her agent, do not take it personal. That particular prospect could turn into a nightmare if you convince him or her to change the decision and hire you. Sometimes these individuals are more likely to run to the State Insurance Department because they do not earn more than the guaranteed interest rate on their annuities or within the cash value of a life insurance policy.

Therefore, in a meeting with a prospective client, you need to carefully evaluate if you desire to have him or her as a client. Your main goal is to educate, gather information and help the client to make an informed decision concerning his or her insurance needs. But, do not put your insurance business in danger to make an insurance sale. It is okay to walk away from a sale. And yes, it may be hard, but an unneeded lawsuit might cost you a career in the financial service industry, your credibility and a lot of money. As a result, you need to realize that no one insurance agent is right for everyone!

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Why You Should Walk Away from Some Insurance Sales? - Sep 28, 2008 - 8:03:40 PM
Insurance: Focus on People's Needs Not Sales - Apr 23, 2007 - 3:32:08 AM

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